Record Types In Salesforce

Record Types In Salesforce

salesforcepoint → Tuesday, 29 October 2019

Record Types: By using Record Types we can show multiple page layouts to one user for one object. By using Record types we can control pick list values of object.

You may have doubt, as we have standard layout we can remove,add and rearrange fields and sections why do we have multiple page layouts.

As we know by using page layouts we can remove unnecessary fields and we can add required fields. But some times there could be a scenario where we need to show some fields on record layout and those fields are not needed for another type of records. For example if we take Intermediate student, on student object we need to store subject wise Marks information, but Student can do anyone from MPC, BIPC, CEC courses. Each course have different subjects.

So here we need to create Three page layouts for storing MPC, BIPC, CEC students information. 

First we need to create fields for storing subject wise marks. Create below fields with field type is Number

Sanskrit, English, Maths, Physics, Chemistry, Biology, Civics, Economics, Commerce.

Create following layouts,

1. MPC Student Layout

2. BIPC Student Layout

3. CEC Student Layout

MPC Student Layout

SETUP --> OBJECT MANAGER --> Student --> New

Save. Drag New Section into Layout, update Name as "Marks Information". And Drag Sanskrit, English, Maths, Physics, Chemistry fields to this section like below image and click save.

Like this create BIPC Student Layout, CEC Student Layouts as well add respective fields to Marks information section.

Now we are done with creation of Page Layouts. Now we need to create three record types for three layouts.

Creation of MPC Student Record Type.

SETUP --> OBJECT MANAGER -->Student--> Record Types

Step 1. Enter the details: Enter Record Type Label as "MPC Student", Check Active buton and check Enable for Profile checkbox(see below image). 

Step 2. Assign page layouts: Select radio button "Apply one layout to all profiles"and MPC Student in drop down(see below image). Save

Like Above steps mentioned Create BIPC Student, CEC Stuent Record Types.

Now we are done with creation of Page layouts, Record Types creation. Now if you try to create new student record it will ask which type of record we need to create(check below image)

If We select MPC Student we will see below layout

If We select CEC Student we will see below layout

Like how we can show different page layouts for users based on Record type selection

Picklist Field in Salesforce & Field Dependencies in Salesforce

Picklist Field in Salesforce & Field Dependencies in Salesforce

salesforcepoint → Wednesday, 23 October 2019

Picklist Field in Salesforce: Pick list field is Drop down list of values. Basically we use picklist whenever we have requirement that we need to create field with pre defined values, user should enter the value from the predefined list of values only. In that case we go with Picklist.

How to Create Picklist field in Salesforce:

Example: I need to create a fields those should store State information and City information of Student. In this case we can create Country and State fields with field type piclist. 

Field Label: State
Field Type : Picklist
Picklist Values: Andhra Prasdesh, Telangana, Tamil Nadu, Karnataka, Kerala..

Field Label: City
Field Type : Picklist
Picklist Values: Vijayawada, Vishaka Patnam, Eluru, Guntur, Jaggayyapeta, Khammam, Hyderabad, Warangal, Karimnagar, Chennai, Bengaluru, Kochhin.

Steps to create Picklist Field(State)
SETUP-->OBJECT MANAGER --> Student

Step 1. Choose the field type: Picklist
Step 2. Enter the details : Field Label should be "State", In Values select radio button "Enter the values, with each value separated by a new line". Enter country values like below Image.

Step 3. Establish field-level security

Step 4. Add to page layouts and Save. Now we are done with the creation of State picklist field.

Steps to create Picklist Field(S)
SETUP-->OBJECT MANAGER --> Student

Step 1. Choose the field type: Picklist
Step 2. Enter the details : Field Label should be "City", In Values select radio button "Enter the values, with each value separated by a new line". Enter country values like below Image.

Step 3. Establish field-level security

Step 4. Add to page layouts and Save. Now we are done with the creation of City picklist field.

If we go and create or edit student record we can see State and City picklist fields.

Field Dependency in Salesforce:

By using field dependencies in salesforce we can control the picklist values of  one picklist from another picklist value selection. If Controller picklist value changed then dependent picklist values automatically changed for user selection.

Example: Inn above example we created two picklist fields i.e State and City.  If we try to create Student record, irrespective of State section we are displaying all values on City picklist field. But if we create field dependency between State & City, based on State selection city picklist value's changed that means for example if we select Andhra Pradesh then corresponding city's(Vijayawada, Vishaka Patnam, Eluru, Guntur, Jaggayyapeta) only displayed on City field.

Important Note: Picklist which is controlling other Picklist field values called Controlling field. The field that has its values filtered based on other picklist field called the "dependent field."

How to create Field Field Dependency in Salesforce:

SETUP --> OBJECT MANAGER --> Student---> Field Dependencies --> New

1. Select State as Controlling Field and City as Dependent field.

2. Edit Field Dependency: We can see one column for every State and all the city's avilable in every column. See below screen

3. Select City's based on State. By using Ctrl+click. See blow image, like that select city values for every state.

4. Click on "Include Values" button. And click Save.

Now try to create new Student record, you can see magic. If you select Andhra Pradesh as State then you will see Vijayawada, Vishaka Patnam, Eluru, Guntuu, Jaggayyapeta in City field and if you select Telangana as City you can able to Khammam, Hyderabad, Warangal, Karimnagaer.

Rollup Summary Field In Salesforce

Rollup Summary Field In Salesforce

salesforcepoint → Sunday, 20 October 2019

What is Rollup Summary Field In Salesforce: 

If you want to know about Rollup Summary, first you need to learn master detail relationship.
follow link : http://www.salesforcepoint.com/2019/10/relationships-in-salesforce-and.html

Rollup Summary is one of field type in salesforce. Rollup summary field only available if Master Detail relationship exists between parent and Child objects .we can create Rollup summary filed on parent object(Master object) only.

What we can do with Rollup Summary Field:

1. COUNT: We can calculate the count of Child records which are associated parent record.
2. SUM: we can summarize particular field value of Child object.
3. MIN: we can find out minimum value of particular field value of child object.
4. MAX: we can find out Maximum value of particular field value of child object.

example:

We created Student and Branch objects earlier and established Master Detail between Student and Branch.
Here Student is child and Branch is parent or master.

scenario:  I want to find out number of Students who are associated with corresponding Branch.

Go To Branch Object
Step 1. Choose the field type: Roll-Up Summary
Step 2. Enter the details: Enter Field label as "Number Of Students"

Step 3. Define the summary calculation: Select "Students" as Summarized Object & Select "Count" radio button as Roll-Up Type

Step 4. Establish field-level security
Step 5. Add to page layouts.  Click Save. Go to Any of Branch record and you can see Number Of Students value that is count of student records of that Branch record.

scenario 2: I want to Know how much of fee amount collected from particular branch.
Go to Branch object
Step 1. Choose the field type: Roll-Up Summary
Step 2. Enter the details: Enter Field label as "Total Fee"

Step 3. Define the summary calculation: Select "Students" as Summarized Object & Select "MAX" radio button as Roll-Up Type & Fee as Field to Aggregate

Step 4. Establish field-level security
Step 5. Add to page layouts. Click Save. Go to Any of Branch record and you can see Total Fee value that is summarized value of Fee from student records of that Branch record.

Relationships In Salesforce And Difference Between Lookup & Master Detail Relationship in Salesforce

Relationships In Salesforce And Difference Between Lookup & Master Detail Relationship in Salesforce

salesforcepoint → Saturday, 19 October 2019

Relationships In Salesforce & Lookup vs Master Detail Relationship in Salesforce

Relationship: It is a concept of linking/relate one object to another object. Relationship can be setup on both standard and custom objects. Relationship used to define how records in one object relate to another object records. 
Example: Accounts can be having a one-to-many relationship with opportunities that means one Account may have one or more related opportunity records.

Lookup Relationship In Salesforce: Lookup relationship is simple relationship to link One Object to another Object. In this relationship Parent record is not mandatory while creating/updating record, that means we can create child record without entering parent record value.

Master Detail Relationship in Salesforce:  Master Detail Relationship tightly coupled relationship between one object to another object. Why we called tightly coupled relationship, we can't create child record without entering parent value.  

Difference Between Lookup and Master-Detail Relationship in Salesforce:

Look Up Relationship	Master-Detail Relationship
We can create 25 lookup relationships for both standard and custom objects	We can create only 2 master- detail relationships for both standard and custom objects
Look Up Relationship can create even if records already exists in child object	master- detail relationships cant be created if records already exists in child object.
If we delete parent record, then child records will not be deleted/	If we delete parent record, then child records will be deleted automatically.
It is a Optional field	It is a Mandatory field
The ownership and sharing of a child record are not determined by the parent reord	The ownership and sharing of a child record are  determined by the master record

Lookup and Master Detail Relationship examples:

If we take College, we can have Student table,  Teacher table, Branch table. First we need to create Student, Branch, Teacher Objects in salesforce.

Create Student Object with following fields:
1. Name (no need to create, by default it will come).
2. Fee (field type: Currency)
3. Year (field type: Picklist, picklist values: First Year, Second Year, Third Year).
Create Branch Object :
Create Teacher Object with following fields
1. Name (no need to create, by default it will come).

2. Experience in Number Of Years (field Type: Number).

Now we are done with creation of Student, Branch, Teacher objects creation. Now we are going to create following relationships between the objects.

1.Lookup relationship between Student and Teacher
2. Master Detail relationship between Student and Branch.

1.Lookup relationship between Student and Teacher

Setup--> Object Manager--> Student-->Fields & Relationships-->New

Step 1: Select Field type as Lookup Relationship

Step 2. Choose the related object Teacher

Step 3. Enter the label and name for the lookup field: Enter Class Teacher as a Label

Step 4. Establish field-level security for reference field : Give Visible access to "System Administrator" profile only.

Step 5. Add reference field to Page Layouts
Step 6. Add custom related lists.
and then click save. Now we are done with creation of lookup relationship between Student and Teacher object.

Try to create Student record, you can see Class Teacher field that is lookup to Teacher object. You can select Teacher record in that lookup.
Note: Try to save the record without entering Class Teacher field. Record will get saved even without entering Class Teacher lookup value. That means Parent is not mandatory in Lookup relationship.

Now try to create record Teacher record with Vamshi and create student with Name Venu and class Teacher value as Vamshi and save the record. After that delete the Vamshi record on Teacher object and check Venu record exist or not, it will be there. Because in lookup  relationship if we delete parent record, child record wont be deleted.
2. Master Detail relationship between Student and Branch.

Important Note: Make sure that no records should be created on Student object. Because If we have records on Child object we can't create Master Detail Relationship directly. Check below screen shot.

Setup--> Object Manager--> Student-->Fields & Relationships-->New

Step 1: Select Field type as Master-Detail Relationship

Step 2. Choose the related object : Branch

Step 3. Enter the label and name for the lookup field

Step 4. Establish field-level security for reference field : no need to do anything. click next.

Step 5. Add reference field to Page Layouts

Step 6. Add custom related lists

Click Save. Now we are done with creation of Master Detail relationship between Student and Branch object. 

Try to create Student record without entering Branch field, record won't be saved until we enter the Branch value. Because in Master Detail Relationship, Parent is mandatory field.

Try to create Branch  record With name CSE. Now try to create Student record with name Venu Gutta and select Branch Value as CSE and Save the record.

Now delete the CSE record on Branch object and check Venu Gutta record on Student object, record wont be available. In Master detail relationship if we delete parent record child record get deleted automatically. 

What is Object & How to create custom object in salesforce

What is Object & How to create custom object in salesforce

salesforcepoint → Sunday, 26 March 2017

Salesforce Object: Objects are nothing but Tables in regular database. The entire application data is stored  in the Object.

> There are two types of Objects.
1. Standard Objects.
2. Custom Objects.


Standard Objects: These are the Objects, Which are provided by salesforce.com to meet global CRM functionalities.
Eg: Accounts, Contacts, Leads, Products, Campaigns, Cases, Solutions, Reports, Dashboards..



Custom Objects: Custom Objects are created by the user to meet his organizational business requirements. These are the main things of any application.
> Custom Objects provide a structure for storing data.
> Custom Objects have properties such as
       1. Custom fields.
       2. Relationship to other objects.
       3. Page layouts.

How to create Custom Object in Salesforce : 

In Lightning Navigation : Setup--> Object Manager--> Create--> Custom Object

In Classic Navigation: Click on your name--> Setup-->  Build --> Create --> Objects --> New Custom Object. You will get below console.

-Then click on "New Custom Object"  button. You will above screen and fill the fields with respective data.


here Object label :  This is the name in which object is visible to the users.
Object Name : If we want to refer to the object programatically we use this name.
Plural Name: If we create a tab for an object 'Plural Name' is displayed on tab panel. Ex: if we want to create a object called Student then plural name Students will be displayed on Tab panel.
Context Sensitive Help: On every object , Salesforce provide help link. When we click on the link Salesforce standard page will open. In case if you want to define your own help page you can redefine the help page.

Record Name: Salesforce by default creates a this field. This is required field. It allows two data types, I.e Text & Auto Number. If we choose Text as a datatype user has to manually enter the alphanumeric data. If we choose Auto Number as the datatype, System would automatically generate a number based on the number we have given. Ex: EID-{001} .

Optional Features: These options can be enable or disable at the time of creating an object or later at any stage of the application development. They are
Allow Reports: if we enable this option we can create reports on the object data.
Allow Activities: If we enable this option we can create tasks & calendar events on an Object.
Track Field History: If you enable this option any changes that are made on the fields of the Objected are tracked.

 Deployment Status :
 In Development :  If you specify the status as in development the process of development is not at completed and don’t show object any user except system Admin.
Deployed :  The process of development is completed and users can access the object based on the Security model of the organization.

Object Creation options
These  options can be enabled or disabled only at the time of creating a object .
There are two options ;
1.Add notes and Attachments to related list of the record :
If you enable this option we  can add notes and attachments to the related list of the record like
Email attachment
2.Launch new Custom Tab wizard after saving the object :

If you enable this option once the object is saved it will automatically takes navigation to tab creation page.
    After entering all the fields click on 'save' button .

Note: If we doesn't select the option called ' Launch New Custom Tab Wizard' from from above step, the object will save without Tab creation on tab panel, Then we have to create tab again for this object. If we click that option, Tab will be appeared in Tab Panel.



Tags: Object in salesforce how to create custom object in salesforce

What is Permission Set in Salesforce? Purpose of Permission-Set in Salesforce

What is Permission Set in Salesforce? Purpose of Permission-Set in Salesforce

salesforcepoint →

What isPermission set?

A permission set is a collection of settings and permission that give users access to various functions.The settings and permissions in permissions sets are also found in profiles, but permission sets extend user’s functional access without changing their profiles.

Purpose: The profile will have many users, if we give any permissions at the profile level then all the users assigned that profile will effect. If we want to give the permissions to only one user without changing the profile then we have to create permission sets and assign to the users. We don't need to change profiles, or don't need to create a profile for a single use case.

Example: A, B, C are three users in the org having same profile. A,B,C have Read, Edit on Object on profile level permissions. We need to give delete access to user C only. If we give Delete access at Profile level, then all three users will get delete access. So here we need to create permission set with Delete permission (instead of creating new profile) and assigned to User C. Then User c only has Delete permission.

Note: - 1.  A profile can have many users. But a user must have assigned to the single profile.
             2. Many permission sets we can assign it to single user.
- While users can have only one profile, they can have multiple permissions sets.
 

Permission sets include the following options:
 1.Object and field permissions
2. App permissions
3. Apex class access
4. Visual force page access
5. System permissions

What is profile in Salesforce? What does Profile can Control?

What is profile in Salesforce? What does Profile can Control?

salesforcepoint →

What is Profile in Salesforce:  A profile is a collection of user settings and user permissions that will define how a user access records.
-Profiles control a user’s permission to perform different functions in sales force.
-A profile can have many users but a user can have only one profile.

There are two types of profiles
1. Standard profiles
2. Customers profiles

Standard profiles are provided with force.com and cannot be renamed or deleted. Custom profiles have the same functionality as standard profiles but can be named. They can also be deleted if there are no users assigned to them.


List of Standard profiles:

1. System Administrator
2. Standard User
3. Solution Manager
4. Marketing User
5. Contract Manager
6.  Read Only

To manage profiles, click setup and in the Administration set up Area, click manage users->profiles.

What does a profile control?

Profiles control the following:
1. Page layouts: which page layout the user sees.
2. Field Level Security: The FLS restricts user’s access to view and edit fields.
 -Restricts users’ access to view and edit fields.
 -Overrides any less restrictive field access settings in page layouts and search layouts.
 -Controls which fields users can access in related lists, list views, reports, email and mail merge templates custom links.
3. Custom Apps: which standard and custom application the user can view.
4. Tabs: which tabs the user can view. The following options are the tab settings options
      -Default On:  If we want a tab to be displayed.
      - Default Off:  If we want a tab not to appear on the tab panel but still allowing a user assigned to                                the profile the choice to turn the tab back on.
      -Tab Hidden: If we want the tab to be hidden without an option to the user to turn the tab back on.

5. Record Types: which record types are available to the user.
6. Login: The hours and IP Addresses from which the user can log in.
7. Administrative, General and Object permissions.

8. Object permissions:
 The object permissions are divided in to two sections, one for standard objects and another for custom objects. The permissions are
Read: The Read permission allows users to view records of this object.
Create: The create permission permits Read Access and the permission to create the records to the object.
Edit: Edit permission allows records in this object to be read and modified.
Delete: This permission enables user to read, edit and remove records from this object. Deleted records are moved to Recycle Bin, where they can be undeleted or permanently erased.

View All and Modify All: It allows users to view and modify all the fields of all records inn object, overriding every other security measure.
Note:  If we give View All and Modify All permissions at a profile level, then the security controls will not work, these permissions overrides the security controls.